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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,714 | $92,684-59.3% | $82,706-54.4% | $134,509-72.0% |
| Participation rate | 93.8% | 75.2%+18.6pp | 72.6%+21.2pp | 81.2%+12.5pp |
| Annual return | -15.40% | 945.84%-961.2pp | 701.76%-717.2pp | 418.13%-433.5pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,901 | $4,800-60.4% | $4,394-56.7% | $6,400-70.3% |
| Admin fee / account holder | $7,467 | $5,982+24.8% | $5,329+40.1% | $11,427-34.7% |